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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,156,717 | $160,028+622.8% | $147,080+686.5% | $145,884+692.9% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 13.38% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $3,397 | $5,286-35.7% | $4,933-31.2% | $4,662-27.1% |
| Participant deferral / active EE | $29,201 | $8,422+246.7% | $8,066+262.0% | $6,690+336.5% |
| Admin fee / account holder | $11,362 | $15,030-24.4% | $12,989-12.5% | $13,392-15.2% |